Vest Gen Advisors, LLC Purchases in Q3 2025

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
6K
New
$43.27 - $59.01 $260K - $354K
6K $354M
DVYE
Ishares Emerging Markets Divid

ETFs
11.8K
New
$28.5 - $30.64 $336K - $362K
11.8K $350M
STAG
Stag Industrial, Inc.

Real Estate
9.92K
New
$34.28 - $36.97 $340K - $367K
9.92K $350M
ARCC
Ares Capital Corp

Financial Services
16.7K
New
$20.41 - $23.25 $342K - $389K
16.7K $342M
BYLD
Ishares Tr Yield Optimized Bd
13.8K
+ 19.04%
N/A
86K $1.97B
JCI
Johnson Controls International PLC

Industrials
3.07K
New
$103.24 - $111.73 $317K - $343K
3.07K $337M
Coherent Corp
3.13K
New
N/A
3.13K $337M
MAR
Marriott International Inc

Consumer Cyclical
1.38K
+ 69.12%
$255.35 - $282.87 $353K - $391K
3.38K $881M
SIL
Global X Silver Miners ETF

ETFs
3.26K
+ 77.94%
$47.34 - $71.63 $154K - $233K
7.44K $533M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
22.9K
New
$13.77 - $14.45 $315K - $331K
22.9K $331M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.7K
New
$28.15 - $30.13 $301K - $323K
10.7K $317M
CSX
Csx Corp

Industrials
8.91K
New
$32.05 - $36.52 $286K - $325K
8.91K $316M
INCY
Incyte Corp

Healthcare
3.72K
New
$67.27 - $86.96 $250K - $324K
3.72K $316M
SAR
Saratoga Investment Corp.

Financial Services
12.8K
New
$24.15 - $25.55 $308K - $326K
12.8K $311M
ROST
Ross Stores, Inc.

Consumer Cyclical
2K
New
$127.59 - $152.81 $255K - $306K
2K $305M
FNGS
Bank Of Montreal

ETFs
3.94K
+ 67.74%
$64.17 - $71.22 $253K - $281K
9.76K $683M
BBUS
J P Morgan Exchg Traded Fd

ETFs
336
+ 0.81%
$111.77 - $121.28 $37.6K - $40.8K
41.9K $5.05B
PAA
Plains All American Pipeline LP

Energy
17.6K
New
$16.88 - $18.93 $297K - $333K
17.6K $300M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.68K
New
$109.11 - $111.88 $292K - $300K
2.68K $298M
ORI
Old Republic International Corp

Financial Services
7K
New
$35.74 - $42.47 $250K - $297K
7K $297M
GRMN
Garmin LTD

Technology
406
+ 7.73%
$211.13 - $246.22 $85.7K - $100K
5.66K $1.39B
AZN
Astrazeneca PLC

Healthcare
3.86K
New
$68.72 - $82.11 $265K - $317K
3.86K $296M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.08K
New
$134.42 - $141.26 $279K - $293K
2.08K $293M
IDCC
Inter Digital, Inc.

Communication Services
185
+ 6.16%
$221.35 - $349.23 $40.9K - $64.6K
3.19K $1.1B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.3K
New
$22.9 - $23.58 $281K - $289K
12.3K $288M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.94K
New
$53.36 - $59.69 $264K - $295K
4.94K $288M
OWL
Blue Owl Capital Inc.

Financial Services
16.9K
New
$16.93 - $20.8 $287K - $352K
16.9K $287M
VZ
Verizon Communications Inc

Communication Services
5.78K
+ 14.76%
$40.84 - $45.06 $236K - $261K
45K $1.98B
Blackrock Inc
140
+ 13.63%
N/A
1.17K $1.36B
PLW
Invesco 1 30 Laddered Treasury

ETFs
6.98K
+ 1.72%
N/A
414K $11.5B
CI
Cigna Corp

Healthcare
980
New
$262.23 - $334.39 $257K - $328K
980 $283M
CGCP
Capital Group Core Plus Income

ETFs
10.7K
+ 6.22%
$22.27 - $22.95 $239K - $246K
183K $4.15B
BK
Bank Of New York Mellon Corp

Financial Services
108
+ 0.73%
$90.65 - $109.75 $9.79K - $11.9K
14.9K $1.63B
VO
Vanguard Mid Cap ETF

ETFs
212
+ 1.38%
$279.83 - $293.74 $59.3K - $62.3K
15.6K $4.57B
AEP
American Electric Power CO Inc

Utilities
2.21K
+ 72.41%
$103.26 - $115.0 $228K - $254K
5.26K $591M
FFIV
F5, Inc.

Technology
850
New
$290.76 - $334.59 $247K - $284K
850 $275M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.05K
New
$33.26 - $34.01 $268K - $274K
8.05K $273M
AFL
Aflac Inc

Financial Services
1.74K
+ 13.98%
$98.09 - $111.7 $171K - $195K
14.2K $1.59B
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.15K
New
$205.52 - $234.96 $236K - $269K
1.15K $269M
SAND
Sandstorm Gold LTD

Basic Materials
21.4K
New
$9.36 - $12.52 $200K - $268K
21.4K $268M
NFLX
Netflix Inc

Communication Services
780
+ 14.65%
$1147.87 - $1297.18 $895K - $1.01M
6.1K $7.32B
NUE
Nucor Corp

Basic Materials
1.94K
New
$133.3 - $150.33 $259K - $292K
1.94K $263M
IFRA
Ishares Tr

ETFs
4.3K
+ 36.05%
$49.77 - $52.82 $214K - $227K
16.2K $857M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.27K
New
$25.29 - $28.33 $235K - $263K
9.27K $259M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.98K
New
$122.57 - $132.57 $243K - $263K
1.98K $257M
IP
International Paper CO

Consumer Cyclical
5.53K
New
$45.32 - $55.68 $250K - $308K
5.53K $256M
DINO
Hf Sinclair Corp

Energy
4.9K
New
$42.11 - $54.01 $206K - $264K
4.9K $256M
GTO
Invesco Actively Managed ETF T

ETFs
3.3K
+ 1.57%
$46.43 - $47.91 $153K - $158K
213K $10.1B
MPC
Marathon Petroleum Corp

Energy
582
+ 10.86%
$158.59 - $198.69 $92.3K - $116K
5.94K $1.15B
Activity Summary
Buys All Purchases 515 New Holdings 144 Increased Positions 371 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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